Compare · 2 funds side by side · dividends reinvested

DFAL and SCHX

DFALDimensional×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,217SCHX · best of the two

02 / 03

DFAL and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.05%+11.3%+11.4%+24.0%+11.5%−9.0%12.9%$72.9B1.0

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFLow-Cost Core · US large cap0.13%0.17%[…][…][…][…][…][…]$1.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAL 2026 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Large-Cap ETF · $72.9B$17,217

SCHX

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B[…]

$10,000 five years ago, dividends reinvested · they hold 89.7% in common

SCHXMeasureDFAL

+11.3%Year to dateJan 1 → Nov 3[…]

+11.4%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,063 · […][…]

+11.5%5 years · per year$10,000 became $17,217 · […][…]

0.03%Expense ratio$3 · $13 a year on $10k · lower is better0.13%

1.05%Trailing 12-mo yield$105 · $17 a year on $10k0.17%

−9.0%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

SCHXDFAL Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0SCHX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHX vs DFAL: Top 5 Holdings

Today

SCHX

25.7%in top 5

DFAL

in top 524.8%

SCHXStockDFAL

7.2%AAPL6.9%

7.1%NVDA6.6%

5.5%MSFT5.4%

3.5%AMZN3.6%

2.4%GOOGL2.2%

Held in common89.7%

End-of-day Nov 3, 2026 · share of each fund

SCHX vs DFAL Returns, Every Period

SchwabSCHX

+11.4%

past year

DFALDimensional

[…]

past year

Returns […]

SCHXDFALFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHX vs DFAL

YTD

SchwabSCHX

+11.3%

DFALDimensional

[…]

+11.3%Year to date[…]

−9.0%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

1.1%Yield0.2%

$72.9BAssets$1.7B

1–0SCHX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAL, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

DFAL0.13%$13

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAL, SCHX

1.05%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.05%$105

DFAL0.17%$17

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, SCHX

SCHX$105 − $3 = $102

DFAL$17 − $13 = $4

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAL, SCHX

Today

89.7%most shared, DFAL and SCHX

DFALSCHX

DFAL—89.7%

SCHX89.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.4%SCHX, at 12.9% volatility

SCHXWorst drop−9.0%12.9% vol

DFALWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026